JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.57T
1-Year Est. Return 25.06%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$770B
AUM Growth
+$64.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,466
New
Increased
Reduced
Closed

Top Buys

1 +$5.59B
2 +$3.18B
3 +$2.09B
4
NVDA icon
NVIDIA
NVDA
+$2.01B
5
META icon
Meta Platforms (Facebook)
META
+$1.99B

Top Sells

1 +$1.75B
2 +$1.33B
3 +$1.23B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.17B
5
ADP icon
Automatic Data Processing
ADP
+$1.16B

Sector Composition

1 Technology 18.3%
2 Healthcare 11.5%
3 Financials 9.97%
4 Consumer Discretionary 9.25%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4176
$169K ﹤0.01%
2,125
+437
4177
$168K ﹤0.01%
58,577
-771
4178
$168K ﹤0.01%
55,734
-87,156
4179
$168K ﹤0.01%
93,008
+8,905
4180
$167K ﹤0.01%
10,135
-1,140
4181
$166K ﹤0.01%
11,842
-19,973
4182
$165K ﹤0.01%
863,303
+6,096
4183
$164K ﹤0.01%
24,020
+3,705
4184
$164K ﹤0.01%
2,525
+375
4185
$164K ﹤0.01%
3,601
+3,567
4186
$164K ﹤0.01%
7,011
+7,000
4187
$164K ﹤0.01%
24,461
-2,831
4188
$163K ﹤0.01%
+20,170
4189
$163K ﹤0.01%
58,826
+30,004
4190
$163K ﹤0.01%
15,499
+2,765
4191
$163K ﹤0.01%
10,764
+2,288
4192
$163K ﹤0.01%
4,318
+238
4193
$162K ﹤0.01%
1,306
+327
4194
$162K ﹤0.01%
182,501
-307,713
4195
$161K ﹤0.01%
+4,986
4196
$161K ﹤0.01%
1,491
-6,848
4197
$161K ﹤0.01%
3,340
-120
4198
$161K ﹤0.01%
5,598
-419
4199
$160K ﹤0.01%
+27,267
4200
$159K ﹤0.01%
14,658
+14,640